Korok Ray, Bitcoin researcher and Associate Professor at the Mays Business School at Texas A&M University, announced plans to launch The Bitcoin Research Institute to drive academic research at the intersection of Bitcoin and artificial intelligence. At the MicroStrategy World: Bitcoin for Corporations 2024 event, Ray made note of Bitcoin’s potential to enable secure multi-party…
chapin31 Thesis Texas Roadhouse, Inc. (NASDAQ:TXRH) is a compounding machine that I believe will continue to outperform the overall market. A combination of a strong balance sheet and a long runway for profitable growth will drive the company to much higher levels. Shareholders will continue to benefit from their shareholder-friendly policy and the relatively lower…
Gary Yeowell Texas Capital Bancshares (NASDAQ:TCBI) has just released its Q1 2024 results and the market first reacted positively (+3.50% in pre-market): GAAP EPS of $0.46 misses by $0.12. Revenue of $256.33M (-6.0% Y/Y) beats by $3.25M. The net interest margin has returned to growth and management is confident of a price-per-share recovery. In fact,…
grandriver In our view, Texas Pacific Land Corporation (NYSE:TPL) presents a unique and compelling investment opportunity. The company’s diverse revenue streams, which include oil and gas royalties, water sales and royalties, and surface-related income, provide exposure to increased development within the Permian region while mitigating the risks associated with direct oil and gas production. TPL’s…
Today, one of the largest bitcoin mining companies in the world in terms of hash rate, Genesis Digital Assets (GDA), announced that it will gain access to 36 MW of power from the Tarbush data center in West Texas, adding 1 EH/s to its total hash rate capacity. GDA, which was founded in 2013 and…
patpitchaya AI Hype Missed Texas Instruments Texas Instruments (NASDAQ:TXN) is a well-established semiconductor company focusing on trailing-edge process applications. Accordingly, Texas Instruments’s primary focus is increasingly on the 300mm wafers, underpinning its robust profitability expansion in recent years. Texas Instruments has also enhanced its manufacturing footprint, capitalizing on the strategic focus on domestic production. Nvidia…
Today at 11:30a in Waco, Texas, the Texas Blockchain Council and Riot Platforms, Inc., asked a Federal District Judge Alan Albright for a temporary restraining order blocking the Energy Information Administration from enforcing their “emergency” survey. At that hearing, the attorneys for the Government offered a voluntary declaration by EIA Administrator DeCarolis, offering a four-week…
Sundry Photography Written by Nick Ackerman. Texas Instruments Incorporated (NASDAQ:TXN) doesn’t make the exciting and flashy chips that power artificial intelligence, or AI. They are not catching any of those headlines that we’ve been consistently seeing from the other side of the chip world, namely Nvidia (NVDA). Instead, they make the boring chips that are…
Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Elon Musk has said Tesla will “immediately” hold an investor vote on whether to move its corporate registration to Texas, after a court judgment in Delaware voided his $56bn pay package. The billionaire posted his…
Texas Instruments Incorporated (NASDAQ:TXN) Q4 2023 Earnings Conference Call January 23, 2024 4:30 PM ET Company Participants Dave Pahl – Head of Investor Relations Rafael Lizardi – Chief Financial Officer Conference Call Participants Toshiya Hari – Goldman Sachs Timothy Arcuri – UBS Chris Danely – Citibank Tom O’Malley – Barclays Ross Seymore – Deutsche Bank…
JHVEPhoto/iStock Editorial via Getty Images Investment Thesis Texas Instruments Incorporated (NASDAQ:TXN) has been on a strong upward trajectory over the last five years, gaining about 79.21%. Seeking Alpha However, the company’s upward trajectory has slowed over time, as evidenced by a 4.34% gain in the last three years and a 3.71% gain in the last…
ABEMOS Texas Pacific Land Corporation (TPL) investors had a very tough 2023. It was rough to see the broader market power higher driven by tech. However, a land investor playing on the oil and gas theme can look past that. One did expect TPL to suddenly announce that they had found an AI-themed play on…
jetcityimage Investment Thesis Texas Roadhouse Inc (NASDAQ:TXRH) is well-positioned to continue delivering good growth in the coming year. The company’s revenue growth should benefit from healthy traffic growth driven by good traction towards the company’s value meal offering, and improving guest experience. Moreover, revenue growth should also see a good contribution from an acceleration of…
Last Monday, November 27, Whinstone Inc.’s private security entered the Rockdale, TX-based premises of Rhodium Enterprises in order to remove employees to cease operation of their 125MW Bitcoin mining facility. The legal battle that culminated in this seizure started on May 2, 2023 when Whinstone US, Inc., a subsidiary of Riot Platforms, filed a lawsuit…
Hundley_Photography/iStock via Getty Images This article was coproduced with Leo Nelissen. It’s time to talk about what may be one of the coolest stocks on the market. A company flying under the radar. A company that benefits from the oil boom without producing a single drop of oil. A company that has its roots in…
hapabapa In our previous analysis of Texas Instruments Incorporated (NASDAQ:TXN), we expected the company’s growth outlook to remain robust, particularly in the automotive segment (21% exposure) with improved inventory levels. Moreover, we anticipated the company to benefit from the US CHIPS Act benefits on its FCFs. In this analysis, we focused on the company’s dividends…
BrianAJackson/iStock via Getty Images Introduction The current selloff in everything oil could be handing us an entry point to Exxon Mobil Corporation (NYSE:XOM) we thought had slipped by. The company has returned to the low $100’s in the recent oil market froth brought on by the retrenchment of WTI prices (CL1:COM) into the low $80’s…
small smiles Since the release of Q3 2023 Texas Capital (NASDAQ:TCBI) has suffered a fairly significant decline albeit still well above the $43 per share reached during the panic moment triggered by the SVB bankruptcy. Overall, the quarterly cannot be considered negative from an earnings perspective, in fact, both EPS and revenues beat estimates by…
SweetBunFactory Investment thesis At the heart of the digital revolution lies Moore’s Law, a fundamental principle that has shaped the modern world. Simply put, it states that the number of transistors on a computer chip doubles every 2 years. This doubling effect enables the continuous miniaturization of our electronic devices while significantly boosting their processing…
ANNVIPS The US construction and property development industry has shown remarkable strength this year despite significant declines amongst most REITs. The record-breaking increase in long-term interest rates has dramatically slowed residential and commercial property sales. However, only the commercial property market has experienced significant price declines. Residential homes have retained their value despite record-low affordability…
Justin Paget Entergy Corporation (NYSE:ETR) is a regulated electric utility that serves the states of Texas, Arkansas, Louisiana, and Mississippi: Entergy Corporation This is an area of the country that has been growing at a fairly rapid pace, particularly Texas. In fact, Texas is one of the ten most rapidly growing states in the nation…
Texas Instruments Incorporated (NASDAQ:TXN) Goldman Sachs Communacopia & Technology Conference Call September 6, 2023 11:10 AM ET Company Participants Haviv Ilan – President & Chief Executive Officer Conference Call Participants Christopher Danely – Citi Christopher Danely Thanks for coming, everyone. I’m just adjusting all my AV up here. Thankfully, not my attitude. I’m Chris Danely,…
kynny Investment Thesis At the moment a lot of technology stocks are on fire, because of AI driven expectations. Sometimes companies are trying to use the word AI as much as possible in their reports to further boost the hype. There are also some technology companies that don’t want to surf on the hype and…